Screener
WTPI vs DTD
WisdomTree Equity Premium Income Fund vs WisdomTree U.S. Total Dividend Fund
Key differences
WTPI is an alternative ETF, while DTD is an equity ETF. WTPI charges 0.44% a year and DTD 0.28%.
- WTPI is an alternative fund, while DTD is an equity fund. They carry different risk/return profiles.
- WTPI follows a option income strategy; DTD uses index tracking.
- DTD costs 0.16% less per year.
- DTD is much larger than WTPI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DTD has delivered higher annualized returns.
- DTD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTPI | DTD | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.28% |
| Fund size (AUM) | $479M | $1.6B |
| Since | 2016 | 2006 |
| Dividend yield | 9.67% | 1.87% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +17.4% | +22.3% |
| CAGR 3Y | +13.2% | +17.9% |
| CAGR 5Y | +9.7% | +11.9% |
| Sharpe 3Y | 0.83 | 1.14 |
| Volatility 1Y | 9.18% | 9.42% |
| Max drawdown | -28.40% | -37.29% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.